Create a New Record

To create a new record, follow the steps below.

1. Scroll to the bottom of the table on the sheet and click the [A] "+ (Add New Record) " button below the last row, or click a cell with "+" mark [B] in a blank row.

   • The "+" button is only displayed when "Create New Record" is checked in the "Allowed Operation" section of the sheet settings.

   • The number of newly created records will change according to the position of the "+" button you click.

2. Rows are added to the sheet and you can input new record data.

   • An orange mark appears at the head of the row added to indicate that the row is for a newly creating record.

3. After entering the required information, press the "Save" button to save the record data to Salesforce.

By right-clicking with records selected, a context menu appears, and new records can also be added between existing records. When adding records from the context menu, you can choose whether to insert the records above or below the selected records. Furthermore, the number of records inserted will vary depending on the number of records selected.

If the "Create New Records" operation is not allowed for the sheet, no new records can be created.